BAM

Brave Asset Management Portfolio holdings

AUM $409M
1-Year Est. Return 19.38%
This Quarter Est. Return
1 Year Est. Return
+19.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$911K
3
+$870K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$844K
5
KMI.WS
Kinder Morgan Inc
KMI.WS
+$527K

Top Sells

1
+$955K
2
+$634K
3
+$225K
4
JPM.WS
JPMorgan Chase
JPM.WS
+$172K
5
NYT icon
New York Times
NYT
+$151K

Sector Composition

1 Technology 14.26%
2 Energy 10.52%
3 Industrials 10.01%
4 Financials 9.98%
5 Healthcare 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$20K 0.02%
514
302
$20K 0.02%
758
303
$20K 0.02%
250
304
$20K 0.02%
400
305
$19K 0.02%
1,000
306
$19K 0.02%
700
307
$19K 0.02%
1,500
308
$19K 0.02%
4,075
309
$19K 0.02%
1,071
310
$18K 0.01%
354
+177
311
$18K 0.01%
100
+50
312
$17K 0.01%
1,000
313
$17K 0.01%
2,500
314
$17K 0.01%
220
315
$17K 0.01%
266
316
$17K 0.01%
1,155
317
$17K 0.01%
1,000
318
$17K 0.01%
3,000
319
$16K 0.01%
1,000
320
$16K 0.01%
240
321
$16K 0.01%
311
322
$15K 0.01%
100
323
$15K 0.01%
200
324
$15K 0.01%
474
325
$14K 0.01%
1,000
11 12
13
14 15